Report
Aleksey Ryabushko ...
  • Alexey Kirichok
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Irina Lapshina
  • Rodion Lomivorotov

CIS Market Daily - 25 апреля 2019

КОММЕНТАРИЙ И ПРОГНОЗ - РОССИЙСКИЙ РЫНОК ВЧЕРА ВЫГЛЯДЕЛ ХУЖЕ БОЛЬШИНСТВА ЗАРУБЕЖНЫХ АНАЛОГОВВ среду индекс MSCI EM снизился на 0,5%, MSCI World - на 0,3%. Индекс РТС при этом упал на 1,1% и завершил день на отметке 1 264 пункта. Россия вчера котировалась хуже, чем 80% развивающихся рынков. На рынках АТР однозначных трендов сегодня с утра не наблюдается. При этом некоторое ослабление доллара по сравнению с итоговыми уровнями среды позитивно влияет на долларовые котировки глобальных активов.НОВОСТИ> Краткосрочные торговые стратегии для рекордного дивидендного сезона> С 1 по 22 апреля инфляция в России составила 0,2%> Нефть и газ: начало сезона публикации отчетности за 1К19 - первые ласточки> Мы ожидаем от Газпрома высоких результатов за 4К18> Совет директоров АЛРОСА рекомендовал дивиденд за 2П18 в размере 4,11 руб. на акцию> Polymetal: основные итоги "дня инвестора"> Ослабление экспортного рынка угля может свидетельствовать об усилении рисков нарушения баланса на рынке полувагонов
Underlyings
ALROSA PJSC

AK Alrosa PAO. AK Alrosa PAO (Aktsionernaya kompaniya ALROSA PAO or ALROSA Company PJSC), formerly AK Alrosa OAO, is a Russia-based company which is principally engaged in the exploration, mining, manufacture and sales of diamonds. Its operations include five Integrated Mining and Processing Complexes: Mirny, Udachny, Aikhal, Anabar and Nyurba located in the Sakha Republic; sorting divisions and diamond cutting and polishing division. The Company is a member of variable diamonds associations. It operates through several representative offices, branches and subsidiaries, including Alrosa-Nyurba OAO, Almazy Anabara OAO and Severalmaz OAO.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

Globaltrans Investment Plc Sponsored GDR RegS

Globaltrans Investment is a rail transportation company in the Russian Federation. Co. is engaged in providing a wide range of railroad freight transport and logistics services. Co. provides rail freight transport and logistics services, as well as certain ancillary services to industrial customers and medium-size corporate customers in Russia and to destinations within Russia and to Ukraine. Co.'s regional network encompasses 10 branch offices. Co. is a private participant in the transportation of scrap and ferrous metals and it has market positions in the transportation of construction materials and ores.

Polymetal International Plc

Polymetal International is the ultimate parent entity of Polymetal Group, a precious metals mining group operating in Russia, Kazakhstan and Armenia. Co. has five reportable segments: Magadan; Ural; Khabarovsk; Kazakhstan; and Armenia. Each segment is engaged in gold, silver or copper mining and related activities, including exploration, extraction, processing and reclamation.

Provider
Sberbank
Sberbank

​Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

Analysts
Aleksey Ryabushko

Alexey Kirichok

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Irina Lapshina

Rodion Lomivorotov

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